2026-11-02

Palladium volume spike - 4.2× the 20-day average (8 vs 1 avg)

Vietnam Dak Lak: crop water stress detected (3.1σ above baseline) - potential KC=F supply pressure

Platinum volume spike - 2.7× the 20-day average (32 vs 11 avg)

Lean Hogs volume spike - 2.7× the 20-day average (57,798 vs 21,483 avg)

NATURAL GAS: speculators net short 255,164 contracts, 15.18% of open interest (-2.9σ vs 3y mean), crowded short positioning

OSINT: Goldman Hikes 2027 Brent Forecast For These Two Reasons

OSINT: Gasoline prices in the USA could break a record before the midterm elections, FT

OSINT: Goldman raised its oil price forecast due to "significant" risks of reduced market supply

Soybean Meal volume spike - 2.0× the 20-day average (111,076 vs 54,855 avg)

Copper volume spike - 2.2× the 20-day average (3,241 vs 1,472 avg)

Ethereum (CME) fell 4.2% vs prior close ($2,334.50 → $2,235.76)

Silver fell 5.9% vs prior close ($52.19 → $49.10)

Bitcoin (CME) fell 4.1% vs prior close ($80,745.00 → $77,469.00)

OSINT: Brent, WTI Futs Tumble As Trump May Give Diplomacy A Chance, Iran Floats Two-Day Hormuz Reopening

Arctic ice extent 7.84 Mkm² on 2026-10-31 - -1.50 vs 1981-2010 median (-16.1%); NSR open: False

GOLD RSI 25.1, oversold (crossed below 30)

Nasdaq E-mini fell 3.5% vs prior close ($29,562.00 → $28,534.00)

RBOB Gasoline rose 4.0% vs prior close ($3.18 → $3.31)

Gold fell 3.3% vs prior close ($4,031.40 → $3,898.90)

Platinum fell 3.8% vs prior close ($1,494.80 → $1,438.00)

Feeder Cattle fell 3.8% vs prior close ($351.10 → $337.77)

Ivory Coast Belt: crop water stress detected (1.6σ above baseline) - potential CC=F supply pressure

2 insiders at WRLD sold $15.7M this week

3 insiders at BROS sold $41.0M this week

3 insiders at ENVA sold $11.5M this week

2 insiders at IOT sold $22.6M this week

2 insiders at STNG sold $34.3M this week

2 insiders at GS sold $11.2M this week

NVDA RSI 26.9, oversold (crossed below 30)

Voyager Acquisition Corp. II search volume spiked +100 pts, unusual interest

Greenlane Holdings, Inc. 8-K references BTC treasury activity · filed 2026-11-02

Nuvalent, Inc. search volume spiked +100 pts, unusual interest

GLOBUS MEDICAL INC search volume spiked +100 pts, unusual interest

Q3-2026: Missed consensus by 27.1%, EPS $0.13 vs $0.1784 estimate

Q3-2026: Missed consensus by 12.7%, EPS $0.85 vs $0.9731 estimate

Q3-2026: Missed consensus by 13.0%, EPS $0.52 vs $0.5977 estimate

Q3-2026: Missed consensus by 7.1%, EPS $1.67 vs $1.7974 estimate

Q3-2026: Beat consensus by 9.1%, EPS $2.29 vs $2.0992 estimate

Q3-2026: Beat consensus by 21.6%, EPS $0.63 vs $0.5183 estimate

Q3-2026: Beat consensus by 188.1%, EPS $0.07 vs $-0.0795 estimate

Q3-2026: Beat consensus by 17.0%, EPS $2.6132 vs $2.2338 estimate

Q3-2026: Beat consensus by 86.6%, EPS $1.8751 vs $1.0047 estimate

Q3-2026: Beat consensus by 181.9%, EPS $0.46 vs $0.1632 estimate

Q3-2026: Missed consensus by 13.0%, EPS $1.38 vs $1.5861 estimate

Q2-2027: Beat consensus by 31.0%, EPS $-0.54 vs $-0.7825 estimate

Q3-2026: Beat consensus by 21.2%, EPS $20.07 vs $16.5625 estimate

Q2-2027: Missed consensus by 44.7%, EPS $0.31 vs $0.561 estimate

Q2-2026: Missed consensus by 44.7%, EPS $0.31 vs $0.561 estimate

Q1-2027: Missed consensus by 11.7%, EPS $0.34 vs $0.3852 estimate

Q3-2026: Beat consensus by 31.0%, EPS $3.69 vs $2.8163 estimate

Q2-2027: Beat consensus by 17.8%, EPS $1.90 vs $1.6135 estimate

Q3-2026: Beat consensus by 7.6%, EPS $0.72 vs $0.6691 estimate

Q3-2026: Beat consensus by 14.1%, EPS $5.79 vs $5.0725 estimate

Q3-2026: Beat consensus by 10.7%, EPS $1.12 vs $1.0118 estimate

Q3-2026: Beat consensus by 7.6%, EPS $5.11 vs $4.7508 estimate

Q2-2026: Beat consensus by 203.0%, EPS $0.17 vs $0.0561 estimate

Q1-2027: Beat consensus by 203.0%, EPS $0.17 vs $0.0561 estimate

Q3-2026: Beat consensus by 8.0%, EPS $7.27 vs $6.7292 estimate

Q3-2026: Beat consensus by 16.8%, EPS $0.18 vs $0.1541 estimate

Q3-2026: Beat consensus by 8.0%, EPS $0.50 vs $0.4628 estimate

Q3-2026: Beat consensus by 6.4%, EPS $18.77 vs $17.6346 estimate

Q3-2026: Missed consensus by 8.6%, EPS $0.26 vs $0.2844 estimate

Q3-2026: Missed consensus by 4665.2%, EPS $-4.41 vs $0.0966 estimate

Q3-2026: Beat consensus by 7.8%, EPS $1.26 vs $1.1693 estimate

Q3-2026: Missed consensus by 7.6%, EPS $0.99 vs $1.071 estimate

Q3-2026: Beat consensus by 10.5%, EPS $0.263 vs $0.238 estimate

Q3-2026: Beat consensus by 8.0%, EPS $0.42 vs $0.3889 estimate

Q3-2026: Missed consensus by 14.9%, EPS $1.20 vs $1.41 estimate

Q3-2026: Beat consensus by 17.8%, EPS $4.93 vs $4.1856 estimate

Q3-2026: Beat consensus by 44.4%, EPS $1.22 vs $0.845 estimate

Q3-2026: Beat consensus by 17.7%, EPS $1.23 vs $1.045 estimate

Q3-2026: Beat consensus by 7.6%, EPS $0.50 vs $0.4646 estimate

Q3-2026: Missed consensus by 10.1%, EPS $0.48 vs $0.534 estimate

Q3-2026: Beat consensus by 9.6%, EPS $3.69 vs $3.368 estimate

Q3-2026: Beat consensus by 19.8%, EPS $1.03 vs $0.8599 estimate

Q3-2026: Missed consensus by 41.2%, EPS $0.3215 vs $0.5468 estimate

Q3-2026: Missed consensus by 5.3%, EPS $0.14 vs $0.1479 estimate

Q3-2026: Missed consensus by 22.8%, EPS $0.37 vs $0.479 estimate

Q3-2026: Beat consensus by 283.7%, EPS $0.31 vs $0.0808 estimate

C Dec 18 calls traded 68.5x prior open interest, premium over $5M

C Nov 20 calls traded 9442.0x prior open interest, premium over $5M

QQQ Sep 17 calls traded 34.0x prior open interest, premium over $5M

MU Feb 19 calls traded 18.2x prior open interest, premium over $5M

AAPL Mar 17 calls traded 6.3x prior open interest, premium over $5M

AMD Feb 19 calls traded 14.1x prior open interest, premium over $5M

C Dec 18 calls traded 1216.0x prior open interest, premium over $5M

C Dec 18 calls traded 16.5x prior open interest, premium over $5M

QQQ Sep 17 calls traded 10.4x prior open interest, premium over $5M

QQQ Sep 17 calls traded 14.9x prior open interest, premium over $5M

SPY Nov 13 puts traded 5.3x prior open interest, premium over $5M

QQQ Dec 17 calls traded 30.9x prior open interest, premium over $5M

QQQ Dec 17 calls traded 8.6x prior open interest, premium over $5M

QQQ Jun 17 calls traded 5.7x prior open interest, premium over $5M

QQQ Jun 17 calls traded 6.4x prior open interest, premium over $5M

HAWAIIAN ELECTRIC INDUSTRIES INC search volume spiked +100 pts, unusual interest

MSFT RSI 29.6, oversold (crossed below 30)

QIAGEN N.V. search volume spiked +100 pts, unusual interest

NVDA RSI 29.6, oversold (crossed below 30)

BITMINE IMMERSION TECHNOLOGIES, INC. (BMNP, BMNR) 8-K references ETH treasury activity · filed 2026-11-02

Empery Digital Inc. 8-K references BTC treasury activity · filed 2026-11-02

Tradeweb Markets Inc. search volume spiked +100 pts, unusual interest

QQQ RSI 28.7, oversold (crossed below 30)

NEWS CORP search volume spiked +25 pts, unusual interest

EUR/USD: speculators net short 143,894 contracts, 16.57% of open interest (-2.5σ vs 3y mean), crowded short positioning

OSINT: TRUMP: Oil prices are FALLING RAPIDLY - by almost 10 dollars per barrel, which is a RECORD - because people believe ther

OSINT: The Central Bank of China strengthened the yuan exchange rate against the dollar to a new high since 2022

VIX at 21.7: CAUTION territory

OSINT: OCC Releases CRA Performance Evaluations for 19 National Banks and Federal Savings Associations

VIX at 19.1: CAUTION territory

VIX at 19.0: CAUTION territory

china_us_east shipping -6.2%, potential inflation signal

VIX at 19.4: CAUTION territory

ETH DEX volume/liquidity ratio elevated (0.66x): on-chain trade volume 0.66x liquidity

OSINT: Solana Ecosystem Token Unlocks: What to Watch in November 2026

SOL DEX volume/liquidity ratio elevated (0.51x): on-chain trade volume 0.51x liquidity

ETH DEX volume/liquidity ratio elevated (0.50x): on-chain trade volume 0.50x liquidity

SOL DEX volume/liquidity ratio elevated (0.70x): on-chain trade volume 0.70x liquidity

USDT 7d exchange netflow flipped to net outflow of $61M after $1,781M net inflow the prior 7d · self-transfers excluded

KMNO funding -0.0205% · 4th percentile of its 204d Binance history

SOL DEX volume/liquidity ratio elevated (0.60x): on-chain trade volume 0.60x liquidity